Posts Tagged ‘canadian investors’

#MoneysWorth by Kim Inglis : Strategies for using ETFs

#MoneysWorth by Kim Inglis : Strategies for using ETFs

Independent research and consultancy firm ETFGI reports there are 5,410 exchange-traded products (ETPs) globally, with 10,477 listings from 222 providers listed on 60 exchanges.  These ETPs represent US$2.62 trillion as at the end of July. The most popular ETP is the Exchange Traded Fund (ETF). [Read more]

MONEY’S WORTH: Managing Market Volatility by Kim Inglis

MONEY’S WORTH: Managing Market Volatility by Kim Inglis

If not placed in the context of either market history or investment horizon, a significant market drop will cause some investors to doubt the wisdom of their investment plans and become nervous. Then they jeopardize their long-term portfolios by making short-term decisions during the turbulence. [Read more]

Kim Inglis : Major Misconceptions Regarding Exchange-Traded Funds

Kim Inglis : Major Misconceptions Regarding Exchange-Traded Funds

Research and consultancy firm ETFGI reports that globally listed assets of ETFs and exchange-traded products reached a new record high of US$2.55 trillion at the end of May 2014. Canada represents US$63.2 billion of those assets. This remarkable growth has also brought changes. ETFs started out [Read more]

Impact of U.S. Estate Tax on Canadians by Kim Inglis

Impact of U.S. Estate Tax on Canadians by Kim Inglis

Canadian residents, who die owning assets such as vacation properties in the United States or stocks in U.S. companies, may be subject to U.S. estate taxes.  For tax purposes, assets include real and tangible personal property situated in the U.S., shares of U.S securities and units of U.S. mutual [Read more]

#MoneysWorth by Kim Inglis : Snowbirds & U.S. Taxes

#MoneysWorth by Kim Inglis : Snowbirds & U.S. Taxes

TD Economics reports that more than 500,000 Canadians spend significant periods of time in the United States.  These individuals may be unaware that a Canadian can be deemed a U.S. person and subject to U.S. tax filing requirements if holding certain investment vehicles. The definition of a U.S. [Read more]

Money$ Worth : Tax efficient investing

Money$ Worth : Tax efficient investing

  As Benjamin Franklin said, “in this world nothing can be said to be certain, except death and taxes.”  Fortunately for some Canadian investors, the latter can be controlled.  For those investing outside their registered plans, corporate class funds offer a tax efficient means of [Read more]

Money$ Worth by Kim Inglis – Value of Cdn $ And Its Affect On Investors

Money$ Worth by Kim Inglis – Value of Cdn $ And Its Affect On Investors

With the Canadian dollar at four-year lows, attention has turned to the economy and the impact of the loonie’s devaluation on investors.  Many economists are forecasting that the Canadian dollar will fall below the 89-cent (U.S.) level in 2014.  National Bank analysts believe that the large [Read more]

MONEY$ WORTH by Kim Inglis: TFSA Investing for 2014

MONEY$ WORTH by Kim Inglis: TFSA Investing for 2014

Recent data indicate that Canadians are saving more.  Statistics Canada reports that the Household Savings Rate is currently 5.4%, a 0.4% increase from the previous year. Likewise, a recent BMO Bank of Montreal study found that 48% of Canadians are now investing in Tax-Free Savings Accounts [Read more]

MONEY$ WORTH by Kim Inglis : Global Investing

MONEY$ WORTH by Kim Inglis : Global Investing

Good investors understand the concept of diversification and its benefits in managing risk.  However, although many do diversify with individual holdings, the majority fall short when diversifying from a global standpoint.  That’s understandable as it’s natural to invest in what one [Read more]

MONEY’$ WORTH – Tax Time & Flow-Through Shares

MONEY’$ WORTH – Tax Time & Flow-Through Shares

Kim Inglis, CIM, PFP, FCSI, AIFP is an Investment Advisor & Portfolio Manager with Canaccord Wealth Management, a division of Canaccord Genuity Corp., Member – Canadian Investor Protection Fund. www.reynoldsinglis.ca. Read her column “Money’$ Worth” every other week here on [Read more]

MONEY$ WORTH – Your RRSP’s

MONEY$ WORTH – Your RRSP’s

Kim Inglis, CIM, PFP, FCSI, AIFP is an Investment Advisor & Portfolio Manager with Canaccord Wealth Management, a division of Canaccord Genuity Corp., Member – Canadian Investor Protection Fund. www.reynoldsinglis.ca. Read her column “Money’$ Worth” every other week here on [Read more]

MONEY’$ WORTH: The Great Debate TFSAs or RRSPs – Which to Use When and Why

MONEY’$ WORTH: The Great Debate TFSAs or RRSPs – Which to Use When and Why

Kim Inglis, CIM, PFP, FCSI, AIFP is an Investment Advisor & Portfolio Manager with Canaccord Wealth Management, a division of Canaccord Genuity Corp., Member – Canadian Investor Protection Fund. www.reynoldsinglis.ca. Read her column “Money’$ Worth” every other week here on [Read more]

MONEY’$ WORTH – Types of Account Protection

MONEY’$ WORTH – Types of Account Protection

Kim Inglis, CIM, PFP, FCSI, AIFP is an Investment Advisor & Portfolio Manager with Canaccord Wealth Management, a division of Canaccord Genuity Corp., Member – Canadian Investor Protection Fund. www.reynoldsinglis.ca. Read her column “Money’$ Worth” every other week here on [Read more]

MONEY’$ WORTH – Tax loss selling strategies for 2012

MONEY’$ WORTH – Tax loss selling strategies for 2012

Tax loss selling strategies for 2012 Develop a strategy for tax loss selling now to reap dividends later.  Tax loss selling typically occurs in the first half of December and often results in bumpy markets.  The stocks most vulnerable to volatility are those trading near their 52-week lows.  The [Read more]

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